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It is crucial to keep an eye on your network, whether you are an expert in business development seeking new opportunities, or an PE firm that manages relationships and pipelines with existing portfolio companies. Using a simple Rolodex or Excel spreadsheet isn’t sufficient for quick-moving PE firms. You require a solution that centralizes information on communication and relationships that makes it easier to access and convert the day-to-day activities into valuable intelligence.

AI-driven methods can help create value for your portfolio of companies by facilitating those sought-after introductions to the right people within your network. For example, a CRM that is intelligent will identify contacts with whom you share a contact and suggest that you introduce them.

Another aspect to look out for in a private equity software solution is analytics tools that give insight into the most important metrics like the performance of the portfolio and trends over time. This can help you identify potential investment opportunities, make better choices or identify risk by running simulations with recent or previous data.

A private equity CRM will provide an exhaustive view of all IT, legal financial, operational, and other information for each project or investment company. This can be achieved by linking your software to third-party services that offer all the information you require in your reach. It also aids in reducing the process by automatically creating reports, which can save you the time and cost of manual reports.